Senior Financial & Planning Analyst

Copeland; Monterrey; Presencial; MXN 400.000 - 650.000; Jornada completa

Descripción de la vacante

Copeland is seeking a Senior Financial & Planning Analyst in Monterrey, a hybrid role combining financial planning, analysis, and automation across projects. You will lead data-driven assessments of revenues, margins, and expenditures, collaborate with multiple departments, and drive improvements in reporting standards and controls.

The position requires 2–3 years in FP&A, strong detail orientation, and leadership skills, with English and Spanish proficiency.

Formación

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 2–3 years of relevant FP&A experience.
• Detail-oriented with ability to meet tight deadlines.
• Strong leadership and communication skills.
• Master’s degree or CA designation preferred.

Responsabilidades

• Support the establishment and maintenance of a stringent control environment aligned with internal policy.
• Lead analysis of financial data and assess revenues, margins, expenses and capex.
• Collaborate with departments to standardize reporting and key metrics.
• Perform financial variance analysis and provide interpretations for management.
• Automate financial and operational reports using Power Apps, Power Automate, Python, Excel, Power Query and Sigma.
• Mentor FP&A staff and support monthly reporting, forecast and budget processes.

Conocimientos

Leadership

Communication

Attention to detail

Educación

Bachelor’s degree

Master’s degree or CA designation preferred

Herramientas

Oracle ERP Suite

HFM

Descripción del empleo

## Senior Financial & Planning Analyst申请remote type: Hybridlocations: Monterrey, Mexicotime type: Full timeposted on: 今天发布job requisition id: JR116982**About Us**We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.We are a sustainable company engaged to the values of Excellence, Innovation, Collaboration, Respect and Responsibility. We seek professionals who share our vision of creating sustainable solutions that improve lives and protect the planet, today and for future generations.We are looking for your talent, join our team and start your journey today!# Senior Financial & Planning Analyst# ## AccountabilitiesSupport the establishment and maintenance of a stringent control environment that aligns with the company's established internal control framework and global policy* Lead the analysis intricate financial data, extract essential insights, and assess the company’s financial performance, including revenues, margins, expenses, and capital expenditures* Collaborate with various departments to collect relevant financial data, set consistent reporting standards, and ensure a unified understanding of key financial metrics across the organization* Conduct financial variance analysis and deliver detailed interpretations to assist the management team in making informed decisions* Engage in special projects requiring financial analysis or input, and take on additional reporting responsibilities as needed, showcasing initiative and a willingness to go beyond routine tasks* Evaluate project progress and funds invested to assess alignment with financial goals and project timelines* Compare actual expenditures to budget to ensure financial discipline and accountability throughout the project lifecycle* Observe and track significant funds invested in long-term projects to identify trends and inform future investment decisions* Prepare presentations to Finance leadership on the status of projects to ensure alignment with organizational financial strategies* Determine profitability of completed projects to inform strategic decisions and enhance overall capital planning efforts* Train, mentor, and assess the performance of Financial Planning & Analysis staff* · Foster and maintain strong relationships with team members and other internal stakeholders* Automate financial and operational reports using Power Apps, Power Automate, Python, Excel, Power Query and Sigma.* Identify manual processes and propose automation/improvement opportunities.* Support FP&A activities such as monthly reporting, forecast, budget tracking and variance analysis.## Qualifications and ExperienceEssential:* Bachelor’s degree in Finance, Accounting, Business Administration, or a related field* 2 – 3 years of relevant experience in Financial Planning and Analysis* Highly detail-oriented with the ability to work under tight deadlines in a high-volume, fast-paced team environment* Strong leadership and communication skillsPreferred:* Master’s degree in a relevant field or Chartered Accountant designation## Technical Skills and KnowledgeEssential:* Proficiency with Microsoft Office Suite* Solid understanding of management reporting and capital planning processes and best practices* Advanced proficiency in technological tools with the ability to train team members for automation of work.Preferred:* Familiarity with Oracle ERP Suite and HFM consolidation tool## Languages* Fluency in English and proficiency in Spanish, both spoken and written, is required**Our Commitment to Our People**Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That’s why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.Together, we have the opportunity – and the power – to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!**Our Commitment to Inclusion & Belonging**At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.**Equal Opportunity Employer**Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, or disability. We are committed to providing a workplace free of any discrimination or harassment.**No calls or agency requests please.**